Watershed Private Wealth’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,874
| Closed | -$297K | – | 121 |
|
|
2024
Q1 | $297K | Sell |
3,874
-30,484
| -89% | -$2.34M | 0.13% | 96 |
|
|
2023
Q4 | $2.65M | Sell |
34,358
-2,076
| -6% | -$160K | 1.46% | 23 |
|
|
2023
Q3 | $2.74M | Buy |
36,434
+807
| +2% | +$60.7K | 1.69% | 21 |
|
|
2023
Q2 | $2.69M | Buy |
35,627
+6,491
| +22% | +$491K | 1.63% | 23 |
|
|
2023
Q1 | $2.23M | Buy |
29,136
+2,875
| +11% | +$220K | 1.51% | 25 |
|
|
2022
Q4 | $1.98M | Buy |
+26,261
| New | +$1.98M | 1.5% | 24 |
|